{"id":1089,"date":"2019-07-29T12:16:17","date_gmt":"2019-07-29T11:16:17","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_training&#038;p=1089"},"modified":"2024-12-19T11:42:07","modified_gmt":"2024-12-19T11:42:07","slug":"web-portal-3-the-deal-room","status":"publish","type":"pracctice_training","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/training\/web-portal-3-the-deal-room\/","title":{"rendered":"Web Portal 3 &#8211; File Sharing"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><strong>What Is File Sharing?<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Accessing File Sharing<\/li>\n\n\n\n<li>The Deal Room Options in Matter History<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>File Sharing Setup<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Amending the Access Template<\/li>\n\n\n\n<li>Ticking the Relevant Options<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Publishing Documents <\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Publishing From the Matter History<\/li>\n\n\n\n<li>Client &amp; Associate Permissions<\/li>\n\n\n\n<li>Viewing Published Documents in the Matter History<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Accessing Documents <\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The File Sharing Tab<\/li>\n\n\n\n<li>Document Options on the File Sharing Page<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Checking Out Documents<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Checking Out a Document<\/li>\n\n\n\n<li>Checking In &amp; Undo Options<\/li>\n\n\n\n<li>Amending the Document<\/li>\n\n\n\n<li>Checking the Document Back In<\/li>\n\n\n\n<li>Check In Comments<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Finalising <strong>Published<\/strong><\/strong> <strong>Documents <\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Finalising Documents<\/li>\n\n\n\n<li>Unfinalising Documents<\/li>\n\n\n\n<li>Unpublishing Documents<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This course covers the setup options required for use of the Deal room and also how to utilise all of the functionality available within the Deal Room.<\/p>\n","protected":false},"author":19,"featured_media":0,"template":"","tags":[],"pracctice_customer_type":[18,23],"pracctice_training_area":[83,90],"class_list":["post-1089","pracctice_training","type-pracctice_training","status-publish","hentry","pracctice_customer_type-case-worker","pracctice_customer_type-web-portal-user","pracctice_training_area-case-management","pracctice_training_area-web-access-portal"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Web Portal 3 - File Sharing - Osprey Approach Customer Support &amp; 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